Sales Development Specialist - Bilingual (Spanish & English)

Pan-American Life Insurance Group; Oak Brook (IL); On-site; USD 59,000 - 65,000; Full time

Benefits offered by this job

Annual bonus program

Quarterly bonuses ($500–$1500)

Medical, Dental, 401K

Job summary

Pan-American Life Insurance Group seeks a bilingual Sales Development Specialist to support U.S. Life Insurance business. The role focuses on driving sales growth by assisting agents, brokers, and field teams across territories, building relationships and promoting product value.

The ideal candidate is customer-focused, thrives in fast-paced environments, and supports sales illustrations, training, and proactive field engagement from Oak Brook, IL or Coral Gables, FL offices.

Qualifications

• Bilingual (English and Spanish) is highly desirable.
• Strong communication and customer-service skills.
• Ability to work independently and with teams to support agents and field sales.

Responsibilities

• Respond to inquiries about illustrations, agent websites, and selling systems.
• Prepare routine sales illustrations and consult on product selection for standard cases.
• Maintain sales activity database and track trends to identify opportunities.
• Provide remote training and support to field force on products, services, and tools.
• Proactively assist field teams to convert pending applications and inform them of product offerings.
• Support marketing campaigns by reaching out to agents using outbound calls and LinkedIn.

Skills

Bilingual English/Spanish

Sales support

Relationship building

Education

Bachelor's degree or 5 years of equivalent experience

Job description

Pan-American Life Insurance Group (PALIG) is seeking a bilingual (English & Spanish) Sales Development Specialist to support the U.S. Life Insurance Business. This role is key in driving sales growth by supporting agents, brokers, and field sales teams across assigned territories and accounts. Partnering with a Regional Sales Vice President, this role builds strong relationships, promotes the value of our insurance products and services, prepares sales illustrations, and provides proactive support throughout the sales process. The ideal candidate is relationship-driven, customer-focused, thrive in fast paced environments and motivated to identify opportunities that help agents meet client needs and grow business results.Ideal candidates to be based out of our Oak Brook, IL. or Coral Gables, FL. office.ESSENTIAL FUNCTIONSProvide Sales-Oriented Service & SupportWork independently and with team members with minimal guidance to build and strengthen relationships with our customers while providing sales-oriented services through inbound and outbound communications on a daily basis.Respond to routine external and internal inquiries related to illustration software, agent website, Pan-American Life products and the various selling systems supported by the company.Prepare routine sales illustrations in support of agent sales activities and new business/policy issue requirements; consult on specific non-complex cases providing guidance on product selection and marketing techniques for routine sales scenarios.Understand the various selling systems supported by Pan-American Life and demonstrate the ability to prepare routine illustration in support of these systems.Maintain individual and team sales activity database to track department activity and assist in identifying sales trends and potential opportunities.Create and maintain strong professional relationship with the field and with internal constituencies.Sales TrainingProvide input regarding the development of web-based training and marketing materials regarding the company’s sales opportunities, products and services.Develop, administer and conduct remote training for field force individuals and groups regarding Pan-American Life products, services, website, illustrations and other sales tools. Conduct life training sessions on occasion.Pending Sales InfluenceProactively contact the field to help them convert pending applications and to inform them of our products, performance and services, within proper market conduct parameters.Follow up with the field on sales illustrations generated by us and applications submitted to us to increase their submitted and paid business with Pan-American Life.Special Projects: Provide technical support for the sales illustration and other agent sales tools through testing, reporting of software bugs and recommending software enhancements.Support Marketing CampaignsConduct outbound calls to agents who have expressed interest in various marketing campaigns we run to attract new agents/agencies.Use LinkedIn Sales Navigator as a tool to reach out to agents who have previously worked with us but are no longer, requesting illustrations and submitting new applications.KEY REQUIREMENTSBachelors degree or 5 years of equivalent experience in lieu of degree3 years of industry life insurance experience highly preferred or previous customer service and account management experience is idealBilingual proficiency in English and Spanish is highly desirableKEY SUCCESS FACTORSIndustry designations such as Life & Health License or Chartered Life Underwriter (CLU) are preferredAbility to effectively create and communicate sales conceptsAdditional advanced studies in the field as evidence by LOMA or similar studies are preferredExcellent verbal and written communication skillsProven ability to work collaboratively or independentlyDemonstrated problem solving skillsSolid time management and follow-up skillsAbiltiy to quickly learn and efficiently utilize software packagesPan-American Life Insurance Group Offers:Comprehensive Compensation Packages (includes base pay, annual employee bonus program and eligible for quarterly bonuses)For this role, base pay ranges from $58,7211 to $65,000 (based on experience), with 4% annual bonus target, and eligible for quarterly bonuses that can range from $500 to $1500Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples. New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.Who We Are:Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands through its U.S. based member companies - Pan-American Life Insurance Company and Pan-American Assurance Company.At Pan-American Life, our employees are our greatest asset. We are grateful for the collaborative efforts of our employees and partners, and for the confidence of the policyholders whose life and health we protect. It is through this long-standing commitment that Pan-American Life continues to succeed.Pan-American Life is an Equal Opportunity Employer/Drug Free Workplace.